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Tata Resources & Energy Fund-Direct Plan-Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
45
Jul 2026
Equity Holdings
₹1,382.26 Cr
Equity only, excl. debt & cash
AAUM
₹1,317.47 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.5%
Diversified
Top 10 Weight
42.6%
Moderate
Changes
47
1 new · 2 exits
Top Sector
Power
18.9% of portfolio
Launch Date
04 Dec 2015
10+ year track record

AAUM (Average Assets Under Management) of ₹1,317.47 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Tata Resources & Energy Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 1.26% weight. Vedanta Limited was the biggest exit (Diversified Metals), which was held at 2.06%. Among existing holdings, Adani Energy Solutions Limited saw the biggest increase — now at 5.65% of the portfolio. Adani Power Limited was trimmed the most, now at 3.72%. UltraTech Cement Limited remains the top holding with Power the dominant sector at 18.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Power 19.4% 18.7% -0.7%
Cement & Cement Products 15.2% 15.6% +0.4%
Petroleum Products 8.5% 10.8% +2.3%
Ferrous Metals 11.3% 10.5% -0.8%
Chemicals & Petrochemicals 5.7% 5.5% -0.1%
Industrial Products 2.0% 5.2% +3.2%
Oil 5.3% 4.8% -0.6%
Metals & Minerals Trading 0.0% 4.5% +4.5%
Minerals & Mining 3.5% 3.4% -0.1%
Fertilizers & Agrochemicals 3.1% 2.7% -0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 18.7% 18.9% +0.2%
Cement & Cement Products 15.6% 13.9% -1.7%
Petroleum Products 10.8% 11.4% +0.7%
Ferrous Metals 10.5% 10.8% +0.3%
Chemicals & Petrochemicals 5.5% 5.2% -0.3%
Industrial Products 5.2% 5.1% -0.2%
Oil 4.8% 4.8% 0.0%
Metals & Minerals Trading 4.5% 4.3% -0.1%
Industrial Manufacturing 2.4% 3.7% +1.3%
Fertilizers & Agrochemicals 2.7% 3.4% +0.7%
🟢
Biggest New Buy
Indo-MIM Limited
1.26% weight · Industrial Manufacturing
🔴
Biggest Exit
Vedanta Limited
2.06% was held · Diversified Metals
Biggest Add
Adani Energy Solutions Limited
+1.27% · now 5.65%
Biggest Trim
Adani Power Limited
-0.39% · now 3.72%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
👋 Other funds also exited
Vedanta Limited 39 funds
Vedanta Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Mirae Asset Nifty Next 50 ETF + more
The Ramco Cements Limited 8 funds
The Ramco Cements Limited
Groww Nifty Smallcap250 ETF
Tata Mid Cap Fund - Direct Plan- Growth Option
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 2 Exits ↑ 15 Increased ↓ 29 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹17.95 Cr
Industrial Manufacturing 1.26%
#StockSectorLast Weight (Jun 2026)
1
Vedanta Limited
₹28.08 Cr
Diversified Metals 2.06%
2
The Ramco Cements Limited
₹23.54 Cr
Cement & Cement Products 1.73%
#StockSectorJun 2026Jul 2026Change
1
Adani Energy Solutions Limited
₹80.36 Cr
Power 4.38% 5.65% +1.27%
2
Reliance Industries Limited
₹54.93 Cr
Petroleum Products 3.04% 3.87% +0.83%
3
Ganesha Ecosphere Limited
₹47.35 Cr
Textiles & Apparels 2.61% 3.33% +0.72%
4
Sumitomo Chemical India Limited
₹26.78 Cr
Fertilizers & Agrochemicals 1.24% 1.88% +0.64%
5
Tata Steel Limited
₹62.60 Cr
Ferrous Metals 4.14% 4.40% +0.26%
6
Fujiyama Power Systems Limited
₹20.36 Cr
Electrical Equipment 1.27% 1.43% +0.16%
7
Nuvoco Vistas Corporation Limited
₹18.83 Cr
Cement & Cement Products 1.22% 1.33% +0.11%
8
UltraTech Cement Limited
₹83.32 Cr
Cement & Cement Products 5.79% 5.86% +0.07%
9
Oil India Limited
₹14.67 Cr
Oil 0.98% 1.03% +0.05%
10
West Coast Paper Mills Ltd.
₹26.19 Cr
Paper, Forest & Jute Products 1.80% 1.84% +0.04%
#StockSectorJun 2026Jul 2026Change
1
Adani Power Limited
₹52.83 Cr
Power 4.11% 3.72% -0.39%
2
NTPC Limited
₹48.62 Cr
Power 3.67% 3.42% -0.25%
3
Coal India Limited
₹24.85 Cr
Consumable Fuels 1.94% 1.75% -0.19%
4
Mahanagar Gas Limited
₹25.21 Cr
Gas 1.94% 1.77% -0.17%
5
Inox India Limited
₹28.62 Cr
Industrial Products 2.16% 2.01% -0.15%
6
NHPC Limited
₹27.56 Cr
Power 2.09% 1.94% -0.15%
7
Vedanta Aluminium Metal Limited
₹61.32 Cr
Metals & Minerals Trading 4.45% 4.31% -0.14%
8
Navin Fluorine International Limited
₹30.27 Cr
Chemicals & Petrochemicals 2.26% 2.13% -0.13%
9
Hindustan Petroleum Corporation Limited
₹25.33 Cr
Petroleum Products 1.88% 1.78% -0.10%
10
Tata Power Company Limited
₹22.65 Cr
Power 1.69% 1.59% -0.10%

What Stocks Does This Fund Hold?

45 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹83.32 Cr
Cement & Cement Products
5.86%
2
₹80.36 Cr
Power
5.65%
3
₹62.60 Cr
Ferrous Metals
4.40%
4
₹61.32 Cr
Metals & Minerals Trading
4.31%
5
₹60.51 Cr
Cement & Cement Products
4.26%
6
₹54.93 Cr
Petroleum Products
3.87%
7
₹53.36 Cr
Oil
3.75%
8
₹52.83 Cr
Power
3.72%
9
₹48.62 Cr
Power
3.42%
10
₹47.96 Cr
Petroleum Products
3.38%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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